Customer Service Representative

October 16, 2019
Jacksonville, FL
Job Type


Location: Jacksonville, FL

Duration: 12 months


As a Wealth Management Client Services Representatives, you will work in an inbound contact center taking approximately 40-60 calls daily, providing exceptional service to our Merrill Wealth Management clients regarding their banking and brokerage accounts, credit and debit cards, small business accounts, home loans and / or online banking.

Candidate Will Do:

- Effectively educate, promote and guide clients through our online and mobile self-service capabilities at every opportunity.

- Provide clients with clear, complete and accurate responses to their questions and inquiries at point of call

- Manage risk by accurately authenticating clients, fully adhering to policy / procedures and proactively identifying and escalating potential risks

- Error-free and timely processing of client requests (i.e. cred card payments, transfers within accounts, setting up online banking access, credit or debit card activation, etc.)

- Navigate through multiple applications and tools to understand policy / procedures, gain clarity on various products / services and research and resolve issues with client accounts

- Display passion, commitment and deliver an experience that improves our customers’ financial lives

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